Coatue Management portfolio · 2012-12-31
Disclosed long book
$6.08 billion
Long positions
56
Calls / puts
0 / 0
Top 5 concentration
44.6%
Longs with AI data
4 / 56
Average AI 1Y
+17.2%
13F filing comparison
Quarter-over-quarter changes
Change comparison unavailable
The nearest prior snapshot is 2012-03-31, not the immediately preceding quarter, so the site does not bridge the gap.
The current filing remains visible below, but the site does not label omissions as exits without an adjacent, comparable quarter.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 4,163,477 | $858.5 million | 14.1% | NOT COMPARABLE | — | 1Y — 5Y — |
VIRGIN MEDIA INC VIRGIN MEDIA INC · COM · 92769L101 | LONG | 16,109,508 | $592.0 million | 9.7% | NOT COMPARABLE | — | 1Y — 5Y — |
TIME WARNER INC TIME WARNER INC · COM NEW · 887317303 | LONG | 10,150,523 | $485.5 million | 8.0% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL INC LIBERTY GLOBAL INC · COM SER A · 530555101 | LONG | 6,864,097 | $432.2 million | 7.1% | NOT COMPARABLE | — | 1Y — 5Y — |
AAPL Apple Inc. | LONG | 642,857 | $342.1 million | 5.6% | NOT COMPARABLE | — | 1Y +12.3% 5Y +75.3% · 33 models |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 523,997 | $325.1 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TIME WARNER CABLE INC TIME WARNER CABLE INC · COM · 88732J207 | LONG | 3,341,645 | $324.8 million | 5.3% | NOT COMPARABLE | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 420,661 | $297.6 million | 4.9% | NOT COMPARABLE | — | 1Y — 5Y — |
NEWS CORP NEWS CORP · CL A · 65248E104 | LONG | 11,276,861 | $287.7 million | 4.7% | NOT COMPARABLE | — | 1Y — 5Y — |
VIACOM INC NEW VIACOM INC NEW · CL B · 92553P201 | LONG | 2,610,262 | $137.7 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
TRIPADVISOR INC TRIPADVISOR INC · COM · 896945201 | LONG | 3,277,119 | $137.4 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
Informatica Corp Informatica Corp · COM · 45666Q102 | LONG | 4,516,513 | $136.9 million | 2.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 3,301,129 | $135.0 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SIRIUS XM RADIO INC SIRIUS XM RADIO INC · COM · 82967N108 | LONG | 45,794,813 | $132.3 million | 2.2% | NOT COMPARABLE | — | 1Y — 5Y — |
VERISIGN INC VERISIGN INC · COM · 92343E102 | LONG | 3,233,605 | $125.5 million | 2.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 3,117,685 | $118.6 million | 2.0% | NOT COMPARABLE | — | 1Y — 5Y — |
NETFLIX INC. NETFLIX INC. · COM · 64110L106 | LONG | 1,277,633 | $118.3 million | 1.9% | NOT COMPARABLE | — | 1Y — 5Y — |
HAIN CELESTIAL GROUP INC HAIN CELESTIAL GROUP INC · COM · 405217100 | LONG | 1,897,916 | $102.9 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 1,313,752 | $101.5 million | 1.7% | NOT COMPARABLE | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 566,041 | $65.0 million | 1.1% | NOT COMPARABLE | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CL A NEW · 16117M305 | LONG | 833,086 | $63.5 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 1,236,389 | $63.1 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
FSLR First Solar | LONG | 1,964,696 | $60.6 million | 1.0% | NOT COMPARABLE | — | 1Y — 5Y — |
NII HLDGS INC NII HLDGS INC · CL B NEW · 62913F201 | LONG | 7,243,390 | $51.6 million | 0.8% | NOT COMPARABLE | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 5,956,396 | $39.0 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
JOY GLOBAL INC JOY GLOBAL INC · COM · 481165108 | LONG | 587,740 | $37.5 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
GROUPON INC GROUPON INC · COM CL A · 399473107 | LONG | 7,479,338 | $36.4 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
SILICON LABORATORIES INC SILICON LABORATORIES INC · COM · 826919102 | LONG | 811,054 | $33.9 million | 0.6% | NOT COMPARABLE | — | 1Y — 5Y — |
AMZN Amazon.com Inc. | LONG | 124,994 | $31.4 million | 0.5% | NOT COMPARABLE | — | 1Y +21.3% 5Y +126.1% · 32 models |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 2,553,791 | $30.3 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
HERBALIFE LTD HERBALIFE LTD · COM USD SHS · G4412G101 | LONG | 850,000 | $28.0 million | 0.5% | NOT COMPARABLE | — | 1Y — 5Y — |
SUPERVALU INC SUPERVALU INC · COM · 868536103 | LONG | 10,156,364 | $25.1 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 245,314 | $24.6 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
POLYCOM INC POLYCOM INC · COM · 73172K104 | LONG | 2,049,497 | $21.4 million | 0.4% | NOT COMPARABLE | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 192,600 | $18.7 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
MELLANOX TECHNOLOGIES LTD MELLANOX TECHNOLOGIES LTD · SHS · M51363113 | LONG | 296,610 | $17.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DISCOVERY COMMUNICATNS NEW DISCOVERY COMMUNICATNS NEW · COM SER A · 25470F104 | LONG | 265,238 | $16.8 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 600,000 | $16.0 million | 0.3% | NOT COMPARABLE | — | 1Y +21.0% 5Y +124.1% · 32 models |
CTRIP COM INTL LTD CTRIP COM INTL LTD · AMERICAN DEP SHS · 22943F100 | LONG | 693,079 | $15.7 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
V Visa Inc. | LONG | 103,256 | $15.7 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 31,714 | $15.6 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DIS Walt Disney Co. | LONG | 311,436 | $15.5 million | 0.3% | NOT COMPARABLE | — | 1Y +14.2% 5Y +68.6% · 32 models |
NOKIA CORP NOKIA CORP · SPONSORED ADR · 654902204 | LONG | 3,899,904 | $15.4 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
DIGITAL RLTY TR INC DIGITAL RLTY TR INC · COM · 253868103 | LONG | 225,100 | $15.3 million | 0.3% | NOT COMPARABLE | — | 1Y — 5Y — |
AUTOZONE INC AUTOZONE INC · COM · 053332102 | LONG | 41,844 | $14.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 735,222 | $13.9 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
DONNELLEY R R & SONS CO DONNELLEY R R & SONS CO · COM · 257867101 | LONG | 1,486,394 | $13.4 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
PITNEY BOWES INC PITNEY BOWES INC · COM · 724479100 | LONG | 1,235,204 | $13.1 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC LEVEL 3 COMMUNICATIONS INC · COM NEW · 52729N308 | LONG | 509,122 | $11.8 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
SYNCHRONOSS TECHNOLOGIES INC SYNCHRONOSS TECHNOLOGIES INC · COM · 87157B103 | LONG | 460,247 | $9.7 million | 0.2% | NOT COMPARABLE | — | 1Y — 5Y — |
LOGITECH INTL S A LOGITECH INTL S A · SHS · H50430232 | LONG | 1,125,376 | $8.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
LIBERTY GLOBAL INC LIBERTY GLOBAL INC · COM SER C · 530555309 | LONG | 129,515 | $7.6 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 728,383 | $6.0 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 1,000,000 | $4.9 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
WORKDAY INC WORKDAY INC · CL A · 98138H101 | LONG | 76,500 | $4.2 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |
QUINSTREET INC QUINSTREET INC · COM · 74874Q100 | LONG | 526,593 | $3.5 million | 0.1% | NOT COMPARABLE | — | 1Y — 5Y — |